Founded in 2009, Cascadia Wealth Management is a Registered Investment Advisor (RIA) firm dedicated to providing fiduciary, client-centric financial guidance. The company operates on a fee-only basis, meaning it does not accept commissions for selling products, which aligns its interests with those of its clients. Its core services include holistic financial planning, retirement planning, investment management, and estate planning for individuals, families, and business owners, primarily in the Pacific Northwest. Their stated mission is to empower clients to achieve their financial goals through evidence-based strategies and personalized service.

Founded in

United States